### **Market Rebound 2026: Fast Facts**
Global indices have staged a rapid **"V-shaped" recovery** this April, erasing early Q1 losses and hitting fresh record highs despite ongoing Middle East tensions.
**The Essentials:**
* **Indices at All-Time Highs:** Both the **S&P 500** and **Nasdaq** closed at record levels last week. The Nasdaq 100 gained over **2.3%** in a single week, driven by a surge in AI and semiconductor stocks (e.g., Intel up **23.6%**).
* **Earnings Power:** Approximately **81%** of S&P 500 companies have beaten Q1 earnings estimates, with profit margins hitting a potential record **13.4%**.
* **Geopolitical Resilience:** Investors are looking past the Strait of Hormuz blockade, buoyed by news of potential peace talks between U.S. and Iranian officials in Pakistan.
* **Crypto Momentum:** Bitcoin’s surge past **$79,000** mirrors the stock market’s "risk-on" mood, maintaining a high **0.74 correlation** with the S&P 500.
**The Bottom Line:** Fundamentals are winning over fear. The market is betting that corporate growth and AI-driven productivity will outweigh the energy supply shocks currently impacting global oil prices.
